Biltmore Wealth Management, LLC XLV Holdings History
Biltmore Wealth Management, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 164,009.00 shares of Health Care Select Sector SPDR(XLV), totaling $22.11 Mil. This investment constitutes 8.95% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.06% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2014Q4. And since then Biltmore Wealth Management, LLC has made 19 purchases of XLV, at an average price of $87.16, for a total of 385,424.00 shares. In addition, there have been 12 sales at an average price of $94.99 for 221,415.00 shares. Based on historical transaction data and XLV's current price of $133.53, Biltmore Wealth Management, LLC's estimated gain on his XLV holdings is $9.34 Mil, reflecting a 27.79% gain to date.
Biltmore Wealth Management, LLC XLV ($133.53) Holding Chart
Biltmore Wealth Management, LLC XLV ($133.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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